1. Choose the structured output the downstream process needs
MicroExtract can generate approved Excel, XML, JSON and CSV outputs when those formats are included in the plan and validated template. Do not generate extra formats simply because they are available.
2. Use JSON for structured system exchange
JSON is useful when a downstream service needs machine-readable fields and repeating structures. Treat the approved schema as a contract and version changes deliberately.
3. Confirm API availability before integration
Business and Enterprise plans can include API capability in the commercial plan model. Actual endpoint access, authentication, scope and production readiness must be confirmed for the customer environment before an integration is promised.
The public documentation does not publish an unsupported generic API contract.
4. Confirm webhook availability and event scope
Webhook capability can be part of Business and Enterprise configurations, but event names, retry behaviour, signing and customer-facing availability must be confirmed before production use.
Until a customer-facing webhook contract is explicitly published, do not build against an assumed event schema.
5. Integrate around existing customer systems
MicroExtract is intended to work with existing operational systems rather than forcing an unnecessary replacement. Integration may use approved APIs, folders, email, Microsoft 365, CRM or other systems where access and security approval exist.
6. Raw OCR and source coordinates are not guaranteed customer outputs
The current public product contract focuses on validated structured outputs. Raw OCR text and field coordinates should not be assumed to be available as supported customer outputs unless they are explicitly included in an approved implementation.
Need help with a real document workflow?
Use representative samples, define the required output and validation rules, then test before production use.